IMA Advisory Services’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

IMA Advisory Services’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-520	Closed	-$8K	–	257
2019 Q4	$8K	Hold	520	–	–	﹤0.01%	220
2019 Q3	$8K	Hold	520	–	–	﹤0.01%	220
2019 Q2	$8K	Buy	+520	New	+$8.21K	﹤0.01%	207

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

IMA Advisory Services's DBC Position: Q1 2020 in Review

IMA Advisory Services sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 520 shares — an estimated $8K sold.

IMA Advisory Services first reported a position in DBC in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

IMA Advisory Services reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 520 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $8K.
IMA Advisory Services first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2019 and held it in 3 quarters.
IMA Advisory Services's Invesco DB Commodity Index Tracking Fund position peaked at $8K in Q4 2019.
179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.